| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $2.2M | — |
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | NONE | $14K | — |
| LUTZ & COMPANY PC | — | OMAHA, NE |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| NONE |
| $11K |
| — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $4K | — |
| ROMEO WIGGINS & COMPANY LLP | — | CARY, NC | NONE | $2K | — |
